While the growth of smartphones on the high-end is decelerating, the low-end in China and the emerging markets continue to see strong growth. The outlook for communications infrastructure seems to have improved. The ‘Internet of Things’ may be more evolutionary than revolutionary for most companies. Mobile World Congress (MWC) is the industry’s annual trade show,
Dave Egan, Senior Equity Analyst
David Egan is a senior analyst for fundamental research covering stocks in the semiconductor and semiconductor equipment industry at Columbia Management Investment Advisers, LLC. Mr. Egan joined the firm* in 2008 and has been a member of the investment community since 2004.
Prior to joining the firm, Mr. Egan was a research analyst at Lehman Brothers, where he covered semiconductor equipment. Previously, he worked at various internet and technology startups, including Lycos, in the San Francisco Bay area. Mr. Egan began his career doing actuarial work at pension and benefits consulting firm Watson Wyatt.
Mr. Egan earned a B.A. from Duke University, an M.B.A. from the University of California at Berkeley and a master’s degree in finance from CEMA University in Buenos Aires, Argentina. In addition, he is a member of the CFA Institute and holds the Chartered Financial Analyst designation.